Annual reviews that happen
Add a review date field and a follow-up to every client. Due and overdue reviews sit at the top of your dashboard.
CRM for financial advisers Every annual review booked, every prospect followed up.
Bizora is a CRM for financial advisers and planning firms that want a clear view of their client relationships. Keep households and business clients, their contacts and annual review dates in one place, and follow up every prospect and introducer on time.
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Real Bizora screen, shown with sample data
Built for planners
The relationship side of advice, organised.
For independent financial advisers, planners and small advice firms.
Prospects to clients
Track each prospect as a deal with its expected value and decision date, from first meeting to signed engagement.
Households and businesses
Link partners, family members and business owners to the right client record, with notes from every meeting.
How it works
From first call to client signed.
Four steps, done between meetings. No training course needed.
1Add the client
New clientDavid Clarke07700 900853Private client, GuildfordOr import your spreadsheet. Bizora links people to their businesses.
2Log the call
Call · 12:304 minTwo old workplace pensions to review before retiring at 60. Fact-find booked Thursday.Saved to DavidTwo lines after the call. Pick up exactly where you left off, months later.
3Set the follow-up
Next stepTomorrowTuesdayPick…Send David the fact-find packEvery call-back gets a date. Overdue ones stand out the moment you open Bizora.
4Mark it won
Won this month£11,000+£2,500 David Clarke, pension review and adviceSee what the month is worth and who your best clients are.
Example client and figures, shown with sample data.
Introducers
Look after the accountants and solicitors who refer you.
Add introducers as partners, link the clients they introduce and set a regular follow-up to stay in touch. You will see which relationships bring in the most new clients.
- Introducers as partners with their own contacts
- Meeting notes logged against each client
- Custom fields such as review month or service level
Why it works
Why advisers use a simple CRM alongside their back-office system.
Back-office systems hold the plans
Adviser back-office platforms manage policies, valuations and compliance records. Bizora covers the relationship work around them: prospects, introducers, review scheduling and meeting notes.
Ongoing service depends on reviews
Clients paying for ongoing advice expect regular reviews. A dated follow-up for every client makes sure no review slips past its month.
Compliance stays where it is
Bizora is not a regulatory record-keeping or suitability system. Keep fact finds, suitability reports and regulated records in your back-office platform.
Included on every plan
Every CRM feature, free on every plan.
- Contact managementPeople linked to the companies they work for.
- Company managementProfiles, notes and relationships in one directory.
- Deal trackingPipeline, revenue won and what each client is worth.
- Follow-upsEvery next step, dated, assigned and ticked off.
- Workflow automationWhen something happens, Bizora does the next step.
- CalendarMeetings, follow-ups, deals and renewals on one calendar.
- Call loggingCalls, emails and meetings recorded against each contact.
- Document managementFiles stored beside the company they belong to.
- Team permissionsOwner, Moderator and Member roles for your team.
- Workspace searchFind any company, contact or document in seconds.
- Payments by StripeCard payments are handled by Stripe. We never see or store your card number.
- Hosted in EuropeYour customer data is stored on servers in Europe.
- UK GDPRHandled under UK GDPR and the Data Protection Act 2018, regulated by the ICO.
- Encrypted connectionsHTTPS on every page, with strict security headers.
- Your data, your exitExport your customers to CSV whenever you like, on every plan.
In their words
Reviews from our customers
This is sick! Bizora is clean and informative without being too much. I can see my customers enquiries and follow-ups in one place without digging through menu's. It's exactly what a growing brand like ours needs.
Jack RFounder of Reed Clothing, Essex
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Questions
CRM for financial advisers FAQs
Anything not covered here? Email hello@bizora.co.uk and we will get back to you.
What is the best CRM for a financial adviser?
A good adviser CRM keeps review dates in front of you, tracks prospects and introducers and is simple enough to use every day. Bizora does that, with a Free plan to start.
Can Bizora schedule annual reviews?
Yes. Add a follow-up for each client’s review and a custom date field for the review month. Due and overdue reviews appear on your dashboard.
Can I store fact finds or suitability reports?
Keep regulated documents in your back-office system. Bizora is for relationship records such as meeting notes, contacts and engagement documents.
Can I import clients from my back-office system?
Yes, from a CSV export. Bizora matches the columns and skips anyone already in your workspace.
How much does it cost for a small advice firm?
Start free with two users. Business is £19.99 a month and Premium £34.99, billed in GBP including tax.
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